Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,258 | $75,541-98.3% | $152,093-99.2% | $82,637-98.5% |
| Participation rate | 53.2% | 66.5%-13.3pp | 77.8%-24.5pp | 68.1%-14.8pp |
| Annual return | 58.19% | 32.56%+25.6pp | 66.36%-8.2pp | 53.51%+4.7pp |
| Employer contribution / active EE | $7 | $2,622-99.7% | $4,175-99.8% | $2,552-99.7% |
| Participant deferral / active EE | $885 | $3,206-72.4% | $5,451-83.8% | $4,126-78.6% |
| Admin fee / account holder | $12 | $6,405-99.8% | $14,497-99.9% | $7,339-99.8% |